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Clevertim

By Clevertim

SalesforceIQ

By Salesforce

Software ComparisonClevertim vs SalesforceIQ

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Free Trial Availability

Clevertim

CRM

SalesforceIQ

CRM

Most Favorable User Review

Clevertim

CRM

No favorable user review available yet for Clevertim.

SalesforceIQ

CRM

10

Sean O'Connell

Mar 23, 2016

Recently, at my new company, we started using Salesforce IQ within our Gmail emails. We have been using Salesforce IQ for a handful of aspects, including tracking emails, understanding when someone opens our email, tying the emails back to Salesforce, providing times we are free to chat and sending emails out at a future time. I've been using Salesforce (the CRM) for over 5 years now, but Salesforce IQ tied to my email has made life much easier. Now, I don't need to to tie emails back to the account/lead/contact through the BCC "emailtosalesforce/...." which is nice. Along with that, I can specify how I want the tracking to work, and whether I want to tie it to the contact, the opportunity, or (if for some reason) we have multiple options on the email itself.

Pros :

Tracking: Being able to see who and when someone opens an email is a huge benefit when it comes to sales. The Salesforce IQ application gives the sales team insight into how emails are working, and when we should follow up.

Timing: one of the most tedious aspects of following up with prospects (or even contacts) is sending over times that you are available to speak, connect or demo. With the Salesforce IQ application, you can plug times directly into the email based on times you are free (synced to your work calendar).

Creating contacts/leads in SFDC: Salesforce IQ allows you to create new leads/contacts in Salesforce when they do not exist.

Cons :

Creating new contacts/leads - sometimes when you create a contact or lead (straight from Gmail), it doesn't allow you to edit the contact/lead right there. The problem with this, is that you end up creating a new point being - x - "contact@aol.com" x - First Name - contact@aol.com x - Last name - ______ x - email - contact@aol.com.

You cannot edit the subject lines in which it goes into Salesforce. With a long string, you end with a handful of "Re: xxxxx" when it would be nice to edit (from the source) and change it to "EE - meeting with management this week"

Most Favorable Critic Review

Clevertim

CRM

75

Anonymous contribution , SmallBizCRM

Wednesday 31 December 1969

We really enjoyed the intuitiveness and simplicity of CleverTim. Though it lacks a few vital features of a CRM, it brings to the table some exclusive and very handy options that make it an ideal choice if you’re looking for a highly customizable solution to manage your contacts, to-dos and files. To see whether it will satisfy your business needs or not, you can try out all the features for a full thirty days.

SalesforceIQ

CRM

80

Anonymous contribution , AppAppeal

Tuesday 21 October 2014

RelateIQ is designed for professionals in any industry within small, medium and large businesses alike. The app is suitable for sales teams, community managers, customer success reps and account managers who need a better way to manage and track the communications and contact details of their professional relationships. The app can be used by an entire team or just one person.

Most Unfavorable Critic Review

Clevertim

CRM

40

Samara Lynn , Pc Mag

Thursday 07 February 2013

Clevertim is one of the cheapest CRM services around. That low cost translates to a sacrifice of features you'll find in competing CRM products, though. Furthermore, competing CRM SMB services give you more bang for a little more buck.

SalesforceIQ

CRM

20

Abhinai Srivastava , GetApp

Monday 12 October 2015

We signed up for RelateIQ 2 months ago and did not find it useful so we called the support guys to cancel our subscription. It was then that they informed us that we have no choice but to keep our subscription for a year because of some fine print that they never mentioned before.

SalesforceIQ

Supported Languages

Clevertim

SalesforceIQ

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